The true cost of retirement planning in the UK 5th February 2026Reading Time: 4 minutesFrom living longer to inflation, interest rates, and market volatility, the true cost of retirement planning in the UK often differs from people’s expectations. In this guide, we look at…
Financial Reset for 2026: Focus on your values and goals 29th January 2026Reading Time: 3 minutesA new year is often a natural ‘pause’ point for many of us, especially when it comes to our finances and life goals. At Balance: Wealth Planning, we believe that…
Active vs passive investing: Evidence-based approach for investors 22nd January 2026Reading Time: 3 minutesDoes your investment approach still reflect your goals, time horizon, attitude to risk, and wider financial plans? Do you prefer active or passive investing? Long-term investing shouldn’t rely on labels,…
ISA Rule Changes: Is it time to rethink your cash strategy? 15th January 2026Reading Time: 3 minutesThe rate of inflation has fallen to 3.2%, leading to speculation that the Bank of England will cut the base interest rate. In 2025, interest rates have fallen several times,…
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